Why do investors care about the shape of a yield curve? What is a yield curve? Check out this month's investor briefing which explores yield curves and investigates the empirical evidence … [Read more...]
Protecting Your Child from Identity Theft
Identity theft breaches continue to happen more and more frequently as thieves become more ingenious. About one year ago (9/2017), Equifax disclosed a massive security breach that compromised the … [Read more...]
Avoiding Financial Scams and Identity Theft Slams
In 2017, 16.7 million individuals were impacted by identity theft with damages totaling $16.8 billion. Identity theft crimes are common with no sign of the trend slowing any time soon. … [Read more...]
Mutual Fund Landscape | Video
Who is Dimensional Fund Advisors? Learn more by watching this video: Source: Dimensional Fund Advisors … [Read more...]
What is the Yield Curve?
Are you starting to read more about the yield curve more these days? What exactly is the yield curve and what, if any, influence should this economic indicator play in your financial … [Read more...]
The ABCs to Education Investing
As children return to school, it's common for parents and grandparents to simultaneously contemplate the financial burdens of future college tuition. The annual cost in 2017-2018 to … [Read more...]
Sustainable Investing
Conscientious capitalism is the aspiration of pursuing both financial returns AND social / environmental good that supports positive change. Socially responsible investing is the belief that you … [Read more...]
You, Your Financial Well-Being, and the Federal Reserve
Interest rates and the US Federal Reserve have dominated much of the headlines in recent quarters. After nearly a decade of interest rates hovering close to zero percent, the US Federal Reserve has … [Read more...]
Charitable Giving Under New Tax Laws
The 2017 Tax Cut and Jobs Act (TCJA) has created incredible tax planning opportunities for proactive investors. Generous investors might want to specifically explore new planning strategies to … [Read more...]